Jupiter Wealth Management LLC
- SEC CIK
- 0001774207
- Latest filing
- Aug 10, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 90
- +21 vs. Q1 2025
- Portfolio value
- $198.0M
- +$32.9M (+20.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 98,874 | $20.0M | 10.1% | +5,787+6.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 32,745 | $17.0M | 8.6% | +663+2.1% | Added | History |
| NVDANVIDIA Corp | Stock | 68,051 | $12.4M | 6.2% | +10,530+18.3% | Added | History |
| AAPLApple Inc. | Stock | 46,983 | $11.0M | 5.5% | −1,307−2.7% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,538 | $8.73M | 4.4% | −125−0.9% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $7.87M | 4.0% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 52,825 | $7.81M | 3.9% | +3,807+7.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 23,105 | $7.14M | 3.6% | +3,030+15.1% | Added | History |
| MAMastercard Inc | Stock | 10,141 | $5.86M | 3.0% | −171−1.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 7,340 | $5.73M | 2.9% | +545+8.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 23,556 | $5.29M | 2.7% | +13+0.1% | Added | History |
| HDHome Depot, Inc. | Stock | 12,572 | $5.12M | 2.6% | −238−1.9% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 48,681 | $4.17M | 2.1% | +1,622+3.4% | Added | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 80,000 | $4.08M | 2.1% | 00.0% | Unchanged | – |
| AMTAmerican Tower Corp | REIT | 19,838 | $4.05M | 2.0% | −673−3.3% | Reduced | History |
| CCKCrown Holdings, Inc. | COM | 39,105 | $4.02M | 2.0% | −300−0.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,520 | $3.59M | 1.8% | −8−0.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 19,165 | $3.34M | 1.7% | −181−0.9% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,387 | $2.99M | 1.5% | +950+8.3% | Added | History |
| NKENIKE, Inc. | Stock | 35,805 | $2.76M | 1.4% | +3,159+9.7% | Added | History |
| iShares Tr464288760 | US AER DEF ETF | 11,749 | $2.31M | 1.2% | +200+1.7% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 3,000 | $2.23M | 1.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 16,050 | $2.12M | 1.1% | +16,050 | New | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 19,475 | $2.05M | 1.0% | 00.0% | Unchanged | – |
| CCitigroup Inc | Stock | 20,000 | $1.89M | 1.0% | −7,500−27.3% | Reduced | History |
| PEPPepsiCo Inc | Stock | 12,500 | $1.87M | 0.9% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,735 | $1.68M | 0.8% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 34,600 | $1.63M | 0.8% | +10,600+44.2% | Added | History |
| CCICrown Castle Inc. | REIT | 16,000 | $1.63M | 0.8% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 10,000 | $1.62M | 0.8% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 1,150 | $1.39M | 0.7% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,312 | $1.37M | 0.7% | 00.0% | Unchanged | – |
| PHMPultegroup Inc | COM | 9,900 | $1.29M | 0.6% | +9,900 | New | History |
| WMTWalmart Inc. | Stock | 11,832 | $1.19M | 0.6% | +1,900+19.1% | Added | History |
| KBHKB Home | COM | 18,500 | $1.18M | 0.6% | +18,500 | New | History |
| WFCWells Fargo & Company | Stock | 15,000 | $1.17M | 0.6% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 13,800 | $1.14M | 0.6% | 00.0% | Unchanged | History |
| iShares Tr464288752 | US HOME CONS ETF | 10,000 | $1.11M | 0.6% | +10,000 | New | – |
| LMTLockheed Martin Corp | Stock | 2,500 | $1.11M | 0.6% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 9,403 | $1.10M | 0.6% | +780+9.0% | Added | History |
| LLYEli Lilly & Co | Stock | 1,625 | $1.07M | 0.5% | +125+8.3% | Added | History |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 62,034 | $1.05M | 0.5% | 00.0% | Unchanged | – |
| iShares Russell Midcap ETF464287499 | ETF | 11,000 | $1.05M | 0.5% | 00.0% | Unchanged | – |
| BGBunge Global SA | COM SHS | 12,058 | $1.00M | 0.5% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 7,400 | $968.6K | 0.5% | +7,400 | New | History |
| ASMLASML Holding NV | ADR | 1,250 | $944.5K | 0.5% | +1,250 | New | History |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 17,999 | $932.2K | 0.5% | −1,000−5.3% | Reduced | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,250 | $921.0K | 0.5% | 00.0% | Unchanged | – |
| iShares Select Dividend ETF464287168 | ETF | 6,496 | $905.0K | 0.5% | 00.0% | Unchanged | – |
| RSGRepublic Services, Inc. | COM | 3,675 | $855.3K | 0.4% | −500−12.0% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 839 | $821.3K | 0.4% | +190+29.3% | Added | History |
| PFEPfizer Inc | Stock | 32,600 | $820.2K | 0.4% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 16,850 | $732.6K | 0.4% | −4,750−22.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 3,500 | $710.6K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,865 | $705.0K | 0.4% | 00.0% | Unchanged | – |
| IBITiShares Bitcoin Trust ETF | ETF | 8,760 | $611.8K | 0.3% | +8,760 | New | History |
| MCDMcDonalds Corp | Stock | 2,000 | $610.1K | 0.3% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 6,000 | $557.5K | 0.3% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 5,000 | $538.0K | 0.3% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,804 | $524.1K | 0.3% | +375+26.2% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,683 | $513.0K | 0.3% | 00.0% | Unchanged | – |
| CCJCameco Corp | Stock | 6,000 | $453.6K | 0.2% | +6,000 | New | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,500 | $430.0K | 0.2% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 1,750 | $427.3K | 0.2% | +1,750 | New | History |
| ZSZscaler, Inc. | Stock | 1,500 | $416.7K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,821 | $382.3K | 0.2% | 00.0% | Unchanged | – |
| CROXCrocs, Inc. | COM | 4,375 | $364.9K | 0.2% | −4,850−52.6% | Reduced | History |
| NLYAnnaly Capital Management Inc | REIT | 16,621 | $346.7K | 0.2% | +551+3.4% | Added | History |
| CATCaterpillar Inc | Stock | 808 | $334.3K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 14,300 | $333.5K | 0.2% | +14,300 | New | – |
| CVSCVS Health Corp | Stock | 5,000 | $329.5K | 0.2% | +5,000 | New | History |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 5,889 | $300.2K | 0.2% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 500 | $290.2K | 0.1% | +500 | New | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,000 | $263.8K | 0.1% | +5,000 | New | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,874 | $258.1K | 0.1% | 00.0% | Unchanged | – |
| COFCapital One Financial Corp | Stock | 1,000 | $217.0K | 0.1% | +1,000 | New | History |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 3,624 | $210.6K | 0.1% | +1,537+73.6% | Added | – |
| GLDSPDR Gold Trust | ETF | 650 | $201.0K | 0.1% | +650 | New | History |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 4,000 | $178.7K | 0.1% | +4,000 | New | History |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 5,000 | $168.9K | 0.1% | +5,000 | New | – |
| LRCXLam Research Corp | Stock | 1,500 | $160.1K | 0.1% | 00.0% | Unchanged | History |
| PHParker-Hannifin Corp | Stock | 200 | $152.4K | 0.1% | +200 | New | History |
| LNGCheniere Energy, Inc. | COM NEW | 600 | $138.8K | 0.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 750 | $132.6K | 0.1% | +750 | New | History |
| HOODRobinhood Markets, Inc. | Stock | 1,200 | $130.3K | 0.1% | +1,200 | New | History |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 5,100 | $129.7K | 0.1% | +5,100 | New | – |
| NOWServiceNow, Inc. | Stock | 150 | $129.5K | 0.1% | +150 | New | History |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 4,600 | $119.6K | 0.1% | +4,600 | New | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 250 | $108.0K | 0.1% | +250 | New | History |
| UNPUnion Pacific Corp | Stock | 479 | $106.9K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.